Entry-Level Financial Professional

Job Description

Job Description

Applications won't be considered if not within commuting distance of Uniondale, NY

Are you competitive? Do you have grit?

Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

Benefits:

• 401(k) with a 4% match
• Retirement plan
• Life and Disability Insurance
• Health Coverage: Medical/Pharmacy, Dental, Vision
• Pension Plan

$75,000+ at plan commission

• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Stay updated about insurance industry changes that may affect customers in your portfolio
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients

• Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial
• Basic computer skills, including proficiency with the Microsoft Office Suite is required
• Experience using accounting or sales-related software is beneficial
• Candidates must have or be willing to get a license
• Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.

Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally.

Your life. New York Life. More powerful, together.

Insurance • Investments • Retirement • Advisory Services

New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual

Orientation/Gender Identity